Social network you want to login/join with:
Wealth Management Administrator - Girton, Cambridge
col-narrow-left
Client:
Blakemore Recruitment
Location:
Cambridge, United Kingdom
Job Category:
Other
-
EU work permit required:
Yes
col-narrow-right
Job Reference:
2c7d6eaaa059
Job Views:
78
Posted:
12.08.2025
Expiry Date:
26.09.2025
col-wide
Job Description:
We are currently recruiting for a Wealth Management firm near Girton seeking a Wealth Management Administrator. The ideal candidate will have experience in Wealth Management/Financial Services and should have completed RO1 or be willing to complete it within an agreed timeframe.
Job Purpose:
Provide administrative support to Directors, Financial Planners, and Client Relationship Managers.
Main Duties:
* Support administration for a client portfolio as assigned by the Client Administration Team Leader (CATL).
* Process new and existing business as directed by relevant Directors, Financial Planners, or Client Relationship Managers.
* Keep clients and team members updated as necessary.
* Maintain accurate back-office systems and client records at all times.
* Follow company policies and comply with FCA regulations and risk management procedures.
Personal Skills:
* Ability to work independently and proactively.
* Strong problem-solving, decision-making, and communication skills.
* Attention to detail and analytical skills.
* Confidence in liaising with colleagues and external providers.
* Good planning and organizational skills.
* Proficiency in MS Office; experience with Adviser Office is desirable; experience with Curo is also desirable.
Experience:
* Experience in a busy, dynamic office environment managing varied workloads.
* Experience working to deadlines with changing priorities.
* Experience in client administration within Financial Services.
Personal Qualities:
* Self-motivated and proactive.
* Ability to work under pressure.
* Maintain professional standards and a good work ethic.
Qualifications & Training:
* Willingness to undertake relevant training and obtain necessary qualifications.
* Maintain competence as required by the business.
* Regularly review training needs.
* Desirable: CII R01 Financial Services – Regulation and Ethics.
#J-18808-Ljbffr